- Bank of America (New York, NY)
- …growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + ... + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management… more
- Neuberger Berman (New York, NY)
- …income, derivative, mutual fund, ETF, SMA, and Alternative asset classes and structure client solutions that may incorporate multiple underlying asset types. + ... varied client base, and across our breadth of investment solutions . **KEY RESPONSIBILITIES** **Leadership & Management:** + Identify our most critical … more
- Bank of America (Utica, NY)
- …and Client Focus + Issue Management + Active Listening + Adaptability + Client Solutions Advisory + Data Collection and Entry + Problem Solving + Account ... maintenance, and looking for opportunities to deepen relationships through digital solutions . **Responsibilities:** + Identifies client needs and recommends … more
- Warner Bros. Discovery (New York, NY)
- …ad-tech partners, cloud platforms, and data providers to enable seamless client solutions . **Platform Modernization & Delivery** + Drive modernization ... across converged planning and execution systems, and provides technical leadership for client -facing solutions . Acting as the **bridge between clients, sales,… more
- KeyBank (East Greenbush, NY)
- …effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products. ... advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps… more
- KeyBank (Dewitt, NY)
- …effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products ... advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps… more
- Bank of America (New York, NY)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... Private Wealth Client Associate New York, New York **To proceed...client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include… more
- Dell Technologies (NY)
- …technical objections * Share best practices and guidance on Dell Technologies Client Solutions Portfolio * Deliver product demonstrations to enable customer's ... implementation of complex and specialized products, applications, services and solutions . From delivering sales presentations and product demonstrations, to… more
- JPMorgan Chase (New York, NY)
- …opportunities, working closely with the product design team to offer customized client solutions . + Collaborate with functional partners across Legal, ... changes and new feature roll outs to external and internal stakeholders + Take a client -first approach which ties back to how the product aligns with client … more
- Bank of America (New York, NY)
- …* Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to ... you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you… more